Irish Life Retirement Portfolio 5
Managed Aggressive (>65% Equity)
This fund has been specifically designed for investors in post-retirement products, who are making or may need to make withdrawals from their plan. The fund invests in a wide range of assets with a focus on income producing assets such as bonds, shares, property as well as cash and externally managed specialist funds. It also features several risk management strategies. The fund aims to have a relatively high percentage invested in higher-risk assets such as shares and property. The fund is not guaranteed to produce an income. The fund manager monitors and rebalances the fund regularly and may change the asset mix and risk management strategies over time.
To achieve positive returns while managing the fund within its target risk level.
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143.90
EUR
+38.01 (+35.90%) past 3 year
as of 19 May 2026Fund insights
Detailed information extracted from the fund factsheet.
Managed by Irish Life Investment Managers
Non euro currency exposures may be fully or partly hedged back to euro to reduce foreign currency risk.
The assets in this fund may be used for the purposes of securities lending in order to earn an additional return for the fund. While securities lending increases the level of risk within the fund it also provides an opportunity to increase the investment return.
ESG & sustainability
In line with the overall fund objective, the fund targets investment in strategies which help contribute to achieving its sustainability goals. This involves selecting strategies which exclude or reduce exposure to companies with poorer sustainability characteristics and increasing exposure to companies with better sustainability characteristics. Sustainability characteristics are also considered in the selection of property and alternative funds.
The fund targets investment in strategies which help contribute to achieving its sustainability goals. This involves selecting strategies which exclude or reduce exposure to companies with poorer sustainability characteristics and increasing exposure to companies with better sustainability characteristics.
Frequently asked questions
Common questions about Irish Life Retirement Portfolio 5.
Retirement Portfolio 5 invests across a broad mix of assets, including equities, bonds, property, alternatives and cash. It also uses externally managed specialist funds as part of that mix. The fund is designed to maintain a relatively high allocation to higher-risk assets such as shares and property.
Retirement Portfolio 5 has been specifically designed for investors in post-retirement products who are making, or may need to make, withdrawals from their plan. It is intended for investors who want a diversified portfolio that is managed within a target risk level. The fund may suit those looking for exposure to income-producing assets while still accepting a meaningful amount of investment risk.
Retirement Portfolio 5 uses several risk management strategies and is regularly monitored and rebalanced by the manager. The asset mix and risk controls may be changed over time if needed. The fund also may hedge non-euro currency exposures back to euro, which means it can try to reduce the impact of exchange-rate movements on overseas investments.
No, Retirement Portfolio 5 is not guaranteed to produce an income. Although it focuses on income-producing assets such as bonds, shares and property, the level of income can vary. Investors should not rely on the fund to provide a fixed or predictable income stream.
Yes, Retirement Portfolio 5 targets investment strategies that support its sustainability goals. It does this by excluding or reducing exposure to companies with poorer sustainability characteristics and increasing exposure to companies with better sustainability characteristics. Sustainability characteristics are also considered when selecting property and alternative funds.
Irish Life Retirement Portfolio 5
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